Filed June 3, 2022
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,471 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,509 | $50,199+24.5% | $70,092-10.8% | $66,914-6.6% |
| Participation rate | 95.4% | 66.3%+29.1pp | 70.5%+25.0pp | 69.8%+25.6pp |
| Annual return | -16.75% | -13.85%-2.9pp | 190.73%-207.5pp | 1.58%-18.3pp |
| Employer contribution / active EE | $4,034 | $1,864+116.4% | $2,559+57.6% | $2,544+58.5% |
| Participant deferral / active EE | $7,356 | $3,112+136.4% | $3,849+91.1% | $4,237+73.6% |
| Admin fee / account holder | $236 | $600-60.7% | $6,267-96.2% | $593-60.3% |